No clarity on terms, no appetite for more fighting on either side, and a framework built on unworkable points: why the truce risks sliding into an "indefinite stalemate," with oil elevated in the meantime. Views are as of the recording date.
How an oil shock works its way into food, freight, and the broader price numbers, and why inflation expectations are the real enemy. Views are as of the recording date.
Making sense of a whipsaw week for markets: oil's spike, the Strait of Hormuz, and why Washington's words moved stocks more than the strikes themselves. Views are as of the recording date.
Why the software selloff looks like last year's DeepSeek scare, how spread-out tariff increases feed inflation expectations, and why Dennis calls crypto a speculative asset. Views are as of the recording date.